Leesa ValdezCRD Number: 5570145
Current Firm: Valic Financial Advisors, Inc.
Leesa Valdez (CRD# 5570145) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Valic Financial Advisors, Inc.||Reno, NV||Nov 2013 - Current||4|
|Wells Fargo Advisors LLC||Farmington, UT||Jan 2011 - Nov 2013||2|
|Wells Fargo Bank, Na||Farmington, UT||Apr 2006 - Nov 2013||7|
|Wells Fargo Investments||Riverdale, UT||Jul 2008 - Jan 2011||2|
|Maw's Fitness Inc.||Ogden, UT||Feb 2002 - Jul 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)